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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,568 | $96,691-92.2% | $86,656-91.3% | $139,487-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.74% | 106.87%-84.1pp | 593.09%-570.3pp | 373.84%-351.1pp |
| Employer contribution / active EE | $2,127 | $3,267-34.9% | $3,025-29.7% | $4,755-55.3% |
| Participant deferral / active EE | $3,388 | $4,838-30.0% | $4,439-23.7% | $6,713-49.5% |
| Admin fee / account holder | $428 | $6,414-93.3% | $5,619-92.4% | $11,407-96.2% |